* Add onboarding agent v1 product spec
* Add onboarding agent implementation plan (Project Think)
* Update onboarding plan: chat + seed function (drop Think/Workflows)
* feat(onboarding): data + metering foundation, Project Context store, MCP tool
* feat(onboarding): site read + DataForSEO signal + OpenRouter strategy seed
* feat(onboarding): strategy + streaming chat UI with update_project_context tool
* fix(onboarding): address review — bound free runs, cap chat, share auth+error helpers, harden scrape
* fix(onboarding): use canonical keyword-locations list, not a separate country list
* Improve onboarding strategy chat
* feat(onboarding): refine upgrade rail UI + fact-checked copy
- Rebuild upgrade sidebar: drop the nested card so the rail itself is the
container (header / plan / features / CTA / progress footer with dividers)
- Remove the 'Free preview' badge + headline pitch; header now reads
'Previewing OpenSEO' with the site domain beneath
- Tighten copy against the fact sheet: fix monthly-vs-top-up credit wording,
drop 'live' rank tracking, add money-back + open-source trust signals,
unify CTAs to 'Upgrade to continue', cut cross-panel feature redundancy
- Replace off-strategy suggested question; add progress bar counter
- FORCE_FREE_PREVIEW flag to always show the preview/limit UI while testing
* feat(onboarding): add 'What do you recommend' strategy chip; revert suggested questions
- Add a highlighted suggestion chip that prompts Sam for the strategy, shown
only when the user hasn't already used the welcome 'Show my strategy' CTA
- Track strategyRequested so the chip isn't re-offered after use
- Restore the original four suggested questions
* feat(onboarding): add OpenSEO Discord CTA + fact-sheet entry
- Discord link in the upgrade sidebar
- Fact-sheet community entry + system-prompt guidance so Sam can point
users to the Discord for community/second-opinion help
* chore(merge-ready): round 1 fixes
- scrape.ts SSRF: validate the initial domain via audit/url-policy
(normalizeAndValidateStartUrl) and re-validate each redirect hop with
redirect:"manual" (one hop, blocked/private/metadata hosts + DoH rebinding).
Replace the content-length-only guard with a bounded streaming read so
chunked/CDN responses can't buffer past MAX_RESPONSE_BYTES. Remove the
unguarded normalizeDomainToUrl helper. Add scrape.test.ts.
- http-errors.ts: map PAYMENT_REQUIRED AppError to HTTP 402 (was 500), so the
onboarding chat paywall backstop surfaces correctly.
- OnboardingStrategyChat: replace the hardcoded FORCE_FREE_PREVIEW=true debug
flag (which forced paid users into the free-preview/paywall UI) with a
safe-by-default ?preview=1 URL override.
- onboardingStrategy.ts: delete the dead generateOnboardingStrategy export
(knip) and its now-unused imports; the chat tool path uses runOnboardingSeed.
- chat.ts: rename inner runOnboardingSeed result to fix no-shadow.
- Extract presentational chat sub-components into OnboardingStrategyChatParts
to satisfy max-lines; reformat Markdown.tsx for prettier.
* chore(merge-ready): round 2 fixes
- chat.ts: validate message role in schema + count total messages (not just user-role) so the free-question gate can't be bypassed with mislabelled roles
- OnboardingStrategyChat.tsx: surface useChat error state with a paywall-aware notice; branch 'Ask about OpenSEO' message text on isPaid
- OnboardingStrategyChatParts.tsx: guard free-preview welcome copy behind !isPaid (paid variant for subscribers)
- onboardingStrategy.ts: reset onboardingRunStatus/onboardingRunAt when the domain changes so a corrected domain can get a fresh free seed
* chore(merge-ready): round 3 fixes
- onboarding chat: count only user-role messages for free-question paywall to match client gate (was counting all messages, firing ~3 turns early)
- ProjectContextStore: drop unused return value/type from saveProjectContextVersion, inline latest-version query into getCurrentProjectContextMarkdown, remove dead toVersion helper and ProjectContextVersion type
- onboarding chat UI: replace 'Why is OpenSEO better than Claude?' suggested chip with 'How does OpenSEO work with Claude?' (Claude is an MCP client, not a competitor)
* feat(onboarding): route post-upgrade to GSC step; drop isPaid from preview chat
- Checkout successUrl now returns to /onboarding?step=3 (GSC connect) instead
of the strategy chat, with a 'You're in!' success banner introducing the
remaining GSC + MCP setup steps. Fixes the post-Stripe 'stuck on paywall'
race since the user leaves the chat entirely.
- The strategy chat is now purely the pre-upgrade free preview: removed the
managed-access query, the isPaid branching, and the ?preview override. The
7-question cap always applies (kept as a conversion funnel).
* feat(onboarding): show post-upgrade success as its own step screen
Instead of a banner stacked above the GSC step, render a 'You're in!' screen
using the standard step layout (logo, title, card, Continue) in place of the
GSC step when ?checkout=success is present. Continue drops the param to reveal
the actual GSC step.
* refactor(nav): remove Project settings from account dropdown
Project settings is now reachable only via the project switcher's 'Manage
projects' → /projects → per-project settings. Drops the dead
projectSettingsLinkOptions helper and the now-unused AccountMenu projectId prop.
* refactor(onboarding): remove project-context persistence + MCP tool
Defers the Project Context store to a later PR to simplify this one.
- Delete ProjectContextStore, the get_project_context MCP tool (+ registration),
the project_context_versions table (schema + migration 0024 + snapshot), and
the update_project_context chat tool.
- generate_initial_strategy now returns the synthesized strategy to the chat
without persisting it; claimRun still gates paid spend (one free run).
- Chat system prompt no longer injects saved context; it just grounds Sam with
the project's domain.
- getOnboardingStrategyState returns only { projectId, domain }.
- Move the agent fact sheet out of docs/ (human docs) to
src/server/features/onboarding/openseo-fact-sheet.md.
* refactor(routing): move /strategy to /onboarding/chat
Rename the onboarding strategy chat route from /strategy to /onboarding/chat.
_authenticated.onboarding.tsx becomes the index route; the chat is a sibling,
so TanStack auto-creates the shared /onboarding parent (Outlet).
* chore(onboarding): clean up leftovers from the persistence removal
- Drop the chat's onFinish=invalidateStrategyState refetch: now that the
strategy state is just { projectId, domain } (no persisted markdown), the
chat can't mutate it, so the post-turn refetch was dead work.
- Fix a stale 'Project Context' doc comment in synthesis.ts.
- Note in specs 0005/0006 that strategy persistence + the MCP read tool were
deferred, so the docs don't contradict the shipped code.
* feat(onboarding): meter LLM (OpenRouter) spend via Autumn track_tokens
Mirror the DataForSEO metering pattern for LLM cost: a best-effort
trackLlmUsage helper emits a PostHog usage event and records token usage on
Autumn's token-tracking endpoint (REST; not in the autumn-js SDK yet), priced
from the model slug. Wired into the chat stream (onFinish) and the strategy
synthesis call. getOnboardingModel now also returns the resolved model slug.
* feat(onboarding): step-styled site form + account menu on chat page
- Restyle the website/country form to match the onboarding step layout (logo,
title, helper) and explain why we ask (read the site + pick the search market).
- Extract OnboardingAccountMenu to a shared component and render it on the
onboarding chat page so signed-in users can reach account actions there too.
* fix(auth): keep verify-email on 'check your inbox' after email sign-up
The post-sign-up redirect always passes ?email=; key the waiting state off it
so a just-signed-up user sees check-your-inbox + resend instead of the sign-in
CTA the verification gate would immediately block, even while the session is
still resolving.
* fix(onboarding): meter total LLM usage across all stream steps
Review caught that streamText onFinish 'usage' is only the last step; with
stopWhen=4 + the strategy tool, multi-step runs under-metered. Use 'totalUsage'
and await the metering so it fires before the stream closes. Also drop the
in-flux cache/reasoning token fields (negligible here).
* feat(onboarding): adopt the 'chat with tools' architecture from agent-onboarding-2
Replace the deterministic seed + synthesis pipeline (and the
onboarding_run_status/run_at columns) with two on-demand tools Sam calls —
read_website and get_seo_metrics — and have Sam write the strategy itself
in-stream, so a mid-stream refresh re-runs cache-backed tools instead of
dead-ending on a 'complete' status. Rename OnboardingStrategy* -> OnboardingChat*.
Preserved from this branch: LLM metering (now via the chat onFinish totalUsage,
covering the in-stream strategy), the account menu on the chat page, the
verify-email fix, and the step-styled site form. Drop columns via migration 0025.
* docs(onboarding): correct spend-bound + stale synthesis comments
Clarify that get_seo_metrics spend is bounded by the question cap + one project
per un-upgraded account (not solely caching, which doesn't cover no-data sites),
and drop 'synthesis' from comments now that Sam writes the strategy in-stream.
* refactor(onboarding): metered LLM via Autumn AI-SDK adapter; drop skipBalanceAssert
Now that every org gets an onboarding_plan with usage credits, onboarding spend
draws down the normal balance — no bypass needed.
- LLM metering: use Autumn's official @useautumn/gateway adapter (withLlmMetering
wraps the model; correct token-pool pricing for cached/reasoning tokens),
replacing the hand-rolled onFinish/track_tokens REST plumbing. Point it at the
existing 'llm_usage' feature (backed by usage_credits + topup_credits) rather
than a to-be-created 'ai_credits' feature.
- DataForSEO: remove skipBalanceAssert end-to-end (chat metering object, the
meter() plumbing in dataforseo/client.ts, and the DomainService override type);
onboarding now asserts balance like every other caller. Kept the email-verified
+ Labs-location gate on get_seo_metrics as the anti-farming bound.
Co-authored with a parallel agent's LLM-metering refactor.
* docs(onboarding): fix stale metering comment + diverged-architecture specs
- DomainService MeteringOverrides comment no longer claims a balance-gate bypass
(skipBalanceAssert + the onboarding seed are gone).
- specs 0005/0006: correct the update notes — the seed/synthesis pipeline,
claimRun, and skipBalanceAssert were replaced by the chat-with-tools design;
flag the bodies as the superseded plan.
- Document the pinned Autumn track_tokens API version.
* feat(onboarding): gate the chat turn on credit balance (LLM included)
Now that every org gets onboarding_plan trial credits and LLM tokens draw from
the same usage/topup balance, assert that balance before streaming — not just
track it. Extract the DataForSEO balance check into subscription.ts
(getUsageCreditsRemaining / assertUsageCreditsAvailable) and reuse it; the chat
throws a friendly PAYMENT_REQUIRED when credits are gone (client shows the
upgrade copy).
* feat(onboarding): make the strategy chat hosted-only
The chat needs the managed LLM + trial credits, so self-hosted has no business
there. Gate the step-2 navigation on hosted mode and add a beforeLoad redirect
on /onboarding/chat so self-hosted lands back in the wizard.
* feat(onboarding): site-form + welcome copy; drop open-source badge
- Site form: 'Tell us about your website.' title, short input labels, no extra
helper descriptions.
- Welcome message: lead with the upgrade ask + a Discord/email escape hatch.
- Remove the 'Open source — self-host for free anytime' badge from the rail.
* fix(onboarding): show typing indicator during the submitted wait
showTyping gated on the last message lacking assistant text, but right after
send the last message is the user's own (which has text), so nothing showed
until the assistant message appeared. Show it whenever busy and the last
message isn't assistant-text-yet.
* refactor(onboarding): drop redundant email-verified gate on get_seo_metrics
The route guard already requires a verified email to reach the chat in hosted
mode, and the trial-credit balance bounds spend — so the in-tool emailVerified
check was redundant for real users and blocked local/bypass testing. Keep the
Labs-location check (functional).
* feat(billing): meter onboarding LLM spend into the shared credit pool
Both DataForSEO and onboarding-LLM now draw from the same usage_credits/
topup_credits pool via one helper, instead of LLM needing a separate Autumn
ai_credit_system.
- Extract trackUsageCreditSpend (markup -> credits -> monthly/topup split ->
autumn.track + usage:credits_consume) into subscription.ts; DataForSEO's
trackDataforseoCost now delegates to it (behavior unchanged, tests pass).
- Enable OpenRouter usage accounting; the chat onFinish sums the real per-step
cost OpenRouter reports and deducts it through the same helper.
- Drop the @useautumn/gateway adapter, llm-metering.ts, track_tokens, and the
AUTUMN_LLM_USAGE_FEATURE_ID constant — no ai_credit_system feature needed.
* feat(onboarding): persist the strategy chat in a Durable Object (AIChatAgent)
Move the onboarding chat from a stateless streamText route to an Agents SDK
AIChatAgent Durable Object, so the conversation persists (DO SQLite) and
survives reloads — one instance per project.
- OnboardingChatAgent.onChatMessage ports the system prompt, read_website +
get_seo_metrics tools, the credit-balance/free-question gate, and the
OpenRouter cost metering. Billing gates surface as a normal assistant message
(staticAssistantResponse) rather than an HTTP 402.
- The Worker authorizes every /agents/* connection (resolve session + verify the
caller's org owns the projectId) before it reaches the DO; the DO derives org
/domain from the project it is named after. Auth stays on the proven path.
- Client swaps useChat -> useAgent + useAgentChat (WebSocket), keyed by projectId.
- Adds the DO binding + new_sqlite_classes migration; pins @cloudflare/ai-chat
0.6.1 to match agents 0.12.3.
* chore(onboarding): bump agents+ai-chat to latest; fix review findings
- Bump agents 0.12.3 -> 0.15.0 and @cloudflare/ai-chat -> 0.8.4 (the supported
pairing; verified MCP, the DO, and the build still compile).
- Thread the per-turn abortSignal into streamText so a user aborting mid-stream
cancels the billable LLM call (was leaking sub-cent cost on abort).
- Ensure the org's Autumn customer exists in the Worker authorize step before
the DO checks the credit balance, avoiding a false 'out of credits' gate on a
brand-new org's first message.
* chore: remove stray reservation-booker-seo-report.html
* chore: drop stale @useautumn/gateway minimumReleaseAge exclusion
The package was removed when LLM metering moved to the shared credit pool.
* perf(onboarding): fetch get_seo_metrics signals in parallel; clarify question-cap
- get_seo_metrics now fetches the domain overview and ranked keywords
concurrently instead of in series (faster tool turn). Trade-off: it always
issues the metered ranked-keywords call now, including for no-ranking sites.
- Correct the FREE_ONBOARDING_QUESTION_LIMIT comment: the server re-check counts
client-supplied history, so the cap is a conversion nudge, not a security
boundary — the credit balance is the real spend bound.
- Move /p/$projectId/ai to /ai so the page can be linked directly
- Lead with a copyable MCP server URL and trim the surrounding copy
- Make Claude Code and Codex setup guides collapsible accordions
- Add an Available tools section grouped into Keywords and Domain
* feat: add personal access tokens
* feat: replace MCP tokens with OAuth foundation
* fix: keep OAuth constants private in auth foundation
* fix: clean up mcp oauth branch scope
* fix: expose oauth metadata endpoints
* fix: trim mcp oauth config to non-default options
Drop OIDC scopes, the org-id JWT claim, and the openid-configuration
metadata endpoint since the MCP integration is OAuth-only and the org
gets resolved server-side. Also remove options that just duplicated
better-auth defaults.
* fix: drop redundant oauth metadata helpers
Remove `session.storeSessionInDatabase: true` since better-auth only
enforces it when secondaryStorage is configured. Inline the
`getHostedBaseUrlForOAuthMetadata` alias and skip the async
`getOAuthServerConfig()` call in the protected-resource metadata handler
— the issuer is just `baseURL` without a custom jwt.issuer override.
* docs: explain cache headers on mcp metadata response
* Use escaped file routes for OAuth metadata
* save
* fix: use full page reload after email verification
Client-side navigation via TanStack Router during the auth→app
transition can race with Vite HMR, causing "action is not a function"
server function errors.
* feat: add minimal /subscribe onboarding page
New post-auth subscribe page at /subscribe using the same centered
layout as auth pages. Shows plan details and a single Subscribe CTA.
Redirects PAYMENT_REQUIRED users here instead of /billing.
* redesign: rewrite billing page with usage chart and cleaner layout
Delete the sprawling multi-component billing page and replace it with a
single-file implementation. Two cards sit side by side at the top
(subscription summary + buy credits), with a 30-day usage bar chart
below powered by Autumn's useAggregateEvents hook and recharts.
Removed BillingRouteParts.tsx, HostedBillingContent.tsx, and trimmed
HostedBillingContentUtils to only parseTopUpAmount.
* polish: billing page improvements and OpenSEO nav link
- Two-column layout with subscription summary and buy credits side by side
- Usage bar chart using ResizeObserver instead of ResponsiveContainer
- Input validation with inline error message
- Full-page redirect state when navigating to Stripe
- Make OpenSEO logo in navbar link to /
* fix: guard app routes and include top-up usage
* fix: restore billing onboarding guards
Keep unpaid orgs on /subscribe and avoid misleading billing states when Autumn customer lookups fail.
* fix: split billing usage chart for ci checks
* feat: add email verification and password reset for hosted auth
Add email-based sign-up verification and password reset flows using
Better Auth and Loops transactional emails. New routes for
/verify-email, /reset-password, and /forgot-password. Sign-up now
redirects to verify-email page instead of showing inline state.
* refactor: use TanStack Form standard schema validation for auth forms
Pass Zod schemas directly to `validators.onSubmit` instead of manually
calling safeParse and reducing over issues. TanStack Form v1.25+ with
Zod v4 handles field-level error extraction automatically.
* refactor: use form.isSubmitSuccessful instead of manual state
Replace `submittedEmail` state in forgot-password and `isComplete`
state in reset-password with TanStack Form's built-in
`isSubmitSuccessful` flag, removing the need for useState in both.
* fix: formatting and lint fixes for ci:check
Fix prettier formatting, replace unsafe type assertions with
Reflect.get for Cloudflare env access.
* fix auth copy and verification redirect
* refactor: derive auth route page copy from state
* refactor: rename delegated auth user table
* feat: scaffold hosted better auth setup
* feat: add hosted auth flows
* refactor: scope project access to organizations
* fix: harden hosted auth entry points
* fix: stabilize org backfills and auth state
* refactor: simplify hosted organization setup
* fix: restore hosted auth signup flow
* fix: preserve hosted workspace access
* fix: preserve hosted auth redirects
* Improve hosted auth UX: auto-redirect to sign-up, hide header on auth pages, add form placeholders, and trust portless dev origins
- Auto-redirect unauthenticated users to /sign-up in hosted mode
- Hide top nav on /sign-in and /sign-up for a cleaner auth experience
- Add input placeholders across sign-in and sign-up forms
- Make name field optional on sign-up (falls back to email username)
- Update copy: remove 'hosted' from user-facing text, rename link to 'Create account'
- Trust *.open-seo.localhost:1355 in dev mode to fix Better Auth origin rejection with portless worktrees
* Simplify hosted auth flow and remove standalone PSI
Use TanStack Form for sign-in and sign-up, make hosted unauthenticated handling redirect-focused, and inline auth route errors. Remove the leftover standalone PSI route, services, and table so PSI only exists within site audits.
* Align project auth with Better Auth organizations
* Make server function auth middleware global
* Reduce auth server function boilerplate
* delete migrations
* fix regenerated migration data backfills
* Simplify hosted auth flow and project audit scoping
* Use active project context for audit actions
* Allow hosted session project updates
* Let agent dev server inherit auth mode
* Match hosted header to gateway account menu
* Scope project session updates to active project
* Inline authenticated server function setup
* Polish header project and account controls
* restore auth generate script
* Use explicit project access in server functions
Make project-scoped server functions take projectId input and enforce ownership through shared middleware instead of session-backed current project state. Document the tradeoffs in an ADR so future changes can follow the same boundary.
* fix ci dependency detection for auth tooling
* Harden project auth in server middleware
Authorize projectId automatically in authenticated server middleware and add a requireProject guard for project-scoped handlers. This makes the auth boundary harder to bypass and removes ad hoc non-null assertions from server functions.
* Inline project id input schemas
Remove tiny shared projectId schema helpers where they were adding indirection without reducing real complexity. Keep project-scoped validation explicit at each server function boundary.
* Skip hosted backlinks access checks
* Simplify auth mode helpers
* Avoid rerunning auth server middleware
* Simplify server function scoping ADR
* Fix backlinks project scoping in hosted auth
* Refine auth route foundations
* Simplify ensure user auth resolution
Split auth-mode context resolvers into focused modules so the middleware reads as request orchestration instead of implementation details. Reuse a shared ensured-user context type across server middleware.
* Simplify hosted organization bootstrap
Use Better Auth to own hosted organization creation and membership so hosted auth only needs to resolve a default active organization. Keep delegated-mode compatibility records isolated in a separate helper.
* Clarify hosted auth and backlinks behavior
Document the hosted AUTH_MODE deploy contract and explain why hosted deployments skip manual backlinks verification. This makes the platform-managed behavior explicit in the code paths that differ from self-serve mode.
* Document hosted org creation callback
Explain why auth.ts injects createOrganization into the hosted org helper. This makes the dependency direction explicit and avoids future import cycles while keeping the helper reusable.
* Fix CI check failures
* Fix nav link prop forwarding
* save
* add DataForSEO key setup guard and onboarding help
Detect missing DataForSEO credentials at app load so users get a clear setup path before running SEO workflows.
* fix api key setup warning visibility and help docs
Make the setup warning fail-safe when status checks error, switch the top notice to DaisyUI alert styling, and add Cloudflare dashboard secret instructions to the help page.
* fix README formatting for CI
* fix seo api key status fallback behavior
* harden DataForSEO setup status checks and modal UX
Gate API key status behind authenticated middleware and improve the setup modal’s keyboard/accessibility behavior, with a clearer fallback notice when status checks fail.
* refine setup UX and local env docs
Hide the API key setup modal on the setup guide route to avoid a self-blocking flow, and clarify README local configuration for DATAFORSEO_API_KEY format.
